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Transamerica Financial Advisors’s Moderna MRNA Stock Holding History

Transamerica Financial Advisors’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32K Buy
76
+7
+10% +$362 ﹤0.01% 1108
2026
Q1 		$3.5K Buy
69
+65
+1,625% +$3.03K ﹤0.01% 1108
2025
Q4 		$118 Sell
4
-13
-76% -$353 ﹤0.01% 1640
2025
Q3 		$439 Buy
+17
New +$474 ﹤0.01% 1324

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Transamerica Financial Advisors's MRNA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Moderna (MRNA) stake by 10% in Q2 2026, buying an estimated $362 and bringing the position to 76 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Transamerica Financial Advisors first reported a position in MRNA in Q3 2025 and has held it in 4 quarters since. 780 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Transamerica Financial Advisors held 76 shares of Moderna worth $5.32K as of Q2 2026.
  • Transamerica Financial Advisors bought 7 Moderna shares in Q2 2026, an estimated $362.
  • Moderna made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1108 holding.
  • Transamerica Financial Advisors first reported a position in Moderna in Q3 2025 and has held it in 4 quarters since.
  • 780 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.